Blog Posts

International Day of Charity: Using Your Money to Help Others

Booker T. Washington, author and advisor to numerous US presidents, once said: “Those who are happiest are those who do the most for others.” These acts of service don’t have to be grandiose.

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Managing your finances now COVID-19 restrictions have lifted

As the global economic fallout of the pandemic continues, it’s likely that your personal finances have also been affected during these “unprecedented times”, too.

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Improving Financial Literacy

In the UK, personal finance is rarely a subject taught in school. In fact, according to FinCap, only 52% of young people feel they have received a meaningful financial education both in school and at home. As a result, 47% do not feel confident making decisions about financial products and services.

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The case for keeping a long-term perspective in your finances

There are several reasons that all good advisors will encourage you to keep a long-term perspective on your financial activities. In times of uncertainty and volatility, such as we’ve seen in recent months, this advice proves more essential than ever.

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Get more from financial advice: 11 questions to ask

What to ask your financial advisor generally isn’t something learnt in school – it’s learnt through experience. However, you’ll want to ensure that when you do seek financial advice, you’re getting the most from it.

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June Market Update

The latest media obsession is the return of inflation in the US. Here in the UK, inflation has just breached the Bank of England’s target for the first time in two years.

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How can employers help staff improve financial capability?

Business owners owe it to their employees and their companies to improve the financial capabilities of their staff. Studies show that happy employers are 13% more productive*.

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Is financial advice right for me?

Our aim as financial advisors is simple – to give our clients greater peace of mind. Yet in our line of work, we hear many a misconception surrounding financial advice.

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End of life plans: Breaking the ice

The past 18 months have shown us that we can’t afford to take things for granted.

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Smartphone Investing: The Dos and Don’ts

These days, we use our phones for almost everything. Entertainment, shopping, banking – and now we can add investing to the ever-growing list.

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